Kevin Moore, financial advisor East Lansing MI

Kevin Moore

CRD Number: 3069853
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kevin Moore (CRD# 3069853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Lansing, MI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. East Lansing, MI Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing, MI Sep 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Kevin W. Moore
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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